What the property page shows
The property page is the full picture of one location. The top shows the property's name and address, followed by a separate row of pills for Inactive status, office, and overdue balance when applicable. The pills wrap onto additional rows on smaller screens. Below are the customer it belongs to and its phone number. Cards for Asset Groups (the equipment at the property), Access Info, Notes, and Contacts appear on the right when there is room and stack below the property details on narrower screens. Timeline always appears at the bottom, after all other property content.
Expand Billing to see Total amount due directly below Payment terms. It totals unpaid, partially paid, and overdue balances for this property only, after tax, discounts, and successful payments. A positive balance is a teal link with a link icon; click it to open all of this property's open invoices in the same tab. Zero is plain text.
A red overdue pill with a chain-link icon appears last beside the status pills when this property has an overdue balance. Click it to open only this property's overdue invoices with money remaining, in the same tab. Amounts keep cents below $100, round hundreds to whole dollars, and use compact labels such as $1.2K Overdue or $1.2M Overdue for larger balances. Hover for the exact amount. These balances appear when you have permission to view invoices.
Across the middle, tabs group everything tied to the property, each with a count: Jobs, Quotes, Invoices, Subscriptions, Tasks, Inspection Reports, Deficiencies, Automations, Workflows, and Files (the Quotes, Invoices, and Subscriptions tabs appear based on your permissions, Workflows appears once Workflows is enabled for your business and it has published at least one workflow, and Deficiencies appears only once the property has tracked deficiencies).
In Files, the left-aligned property/briefcase icon toggle (Property Files / Job Files) switches between files attached directly to the property and files from its jobs. The Files tab count is the total of both groups; each toggle option shows its own count. Job Files brings together the files from all of the property's jobs, including completed and historical jobs. Click a filename to preview or download it, or click its job number to open the job. Use the list/gallery toggle to its left to show either group as a table or preview cards. Both views show the upload date and uploader, and you can sort by any table column. See Property files and who can see them for more on these file groups.
The Workflows tab lists the workflows that run for this property and how each applies — to all customers, to the property's customer, or to this property specifically. Use Add workflow to add the property to a published workflow's audience; only workflows whose triggers identify a property can be added this way, and property-specific workflows run when an event names this exact property. Audiences are managed in full on the Workflows page under Automations.
The Automations tab shows when each automation started, its next scheduled action, and, for scheduled Job Approvals and custom tasks, the service due date it is working toward. A dash means that date does not apply, such as the next date for a completed automation.
Use Edit to change the property's details; the ... menu next to it has Move to Another Customer to reassign the property (shown only with merge/split permission, and not when the customer is connected to a payment integration). You can ask Essential about the property you're viewing, such as its address, its customer, or what equipment is on site.
Where to find it: Main navigation → Customers, then Properties in the submenu (it appears only while you're in the Customers area); open a property
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